See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,756 | $58,512-11.5% | $84,015-38.4% | $72,985-29.1% |
| Participation rate | 58.2% | 61.2%-3.1pp | 69.0%-10.8pp | 69.5%-11.3pp |
| Annual return | 21.02% | 28.93%-7.9pp | 71.31%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,817 | $1,163+56.2% | $1,983-8.4% | $2,440-25.5% |
| Participant deferral / active EE | $3,840 | $2,394+60.4% | $3,239+18.6% | $3,607+6.4% |
| Admin fee / account holder | $4,924 | $4,569+7.8% | $6,101-19.3% | $5,124-3.9% |